Your daily Home
Start with unread conversations, your assigned schedule, and selection decisions that need attention.
For internal team members, click Home in the sidebar for your saved dashboard. Every section is a tile you can move, resize and edit, including your daily conversations, assigned work and upcoming decisions.
New Company Dashboard layouts begin with Unread Messages, My Scheduled Tasks and Selection Decisions, followed by balances, activity and project information. Existing dashboards keep their saved tiles and layout. You can add these daily work tiles to any dashboard.
See unread conversations by project
The Unread messages source groups unread conversations by project. Each row names the project, shows its unread message count across conversations, and shows the latest sender with a message preview. Click the row to open its most recent unread conversation.
Opening Home does not mark messages as read. Conversations outside a project appear under Other messages. This tile includes unread conversations regardless of their age. In the tile editor, use Max projects to choose how many groups appear.
Plan your assigned work
The My scheduled tasks source shows incomplete tasks assigned to you, including work already underway that overlaps the selected period.
- Open the tile's edit button.
- Under Date range, choose Today, Next 7 days, or Next 30 days.
- Under Group by, choose Due date or Project. Set Max items to limit the list.
- Click Save.
Click a task to open its details in the schedule. Tasks assigned only to other people do not appear here. Each row shows the task’s planned dates and project; the date range is configured in the tile editor.
Follow up on selection decisions
The Selection decisions source lists selections that have been sent and are still awaiting a decision. Each item shows the project, decision deadline and who you are waiting on, with a separate Overdue badge when applicable. Click the row to open that decision. The tile only includes selection decisions.
In the tile editor, set Date range to Overdue, Today, Next 7 days, or Next 30 days. Today and the upcoming ranges also include overdue decisions. Choose Due date or Project under Group by, then click Save. Click a selection to open it. Draft selections and selections without a decision deadline do not appear.
Customize your dashboard
- Click Add Tile in the toolbar.
- Set the Title and choose Unread messages, My scheduled tasks, or Selection decisions under Data source.
- Adjust the available settings and click Save.
- Drag a tile by its header to move it, or drag an edge or corner to resize it. Layout changes save as you go.
Use the same tile editor to change an existing tile, duplicate it or delete it. Closing the editor without saving discards configuration changes; a newly added starter tile remains until deleted. These settings belong to the saved dashboard, while each viewer sees their own unread messages and assigned work.
Don’t see this?
Use the dashboard picker to switch between saved dashboards. See Home dashboards for charts, balances, lists, activity and other tile choices.